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The Marketplace

Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.

The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.

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The key challenge of business growth often becomes one of resourcing. If you have identified a resource to tackle lending and the time or the desire to learn lending skills, the most commonly asked question is: “What do we need to do next?”

There are those who are fearful of what the future may hold, others have dusted themselves off surveyed the opportunities washing ashore and are formulating a more rounded financial services platform. So who will be driving this new era?

With new licensing options emerging to assist accountants with the removal of the accountants’ exemption in July 2016, more accountants will be providing strategic advice to their clients and muscling in on services that have traditionally been offered by financial planners – especially in the superannuation arena.

If there is an oversupply of businesses for sale and uncertainty around the revenue there will be downward pressure on the price being paid. So how do you get the best price for your business if you are planning on exiting in the near future?

Whether you are an accountant, financial planner or finance professional everyone is after distribution. Some of us do not like to refer to it that way, but almost everyone is on the lookout for that next new client or how they can grow their client base.

Accounting practices and financial planning businesses are valued in different ways. Arguably the different methods can produce different results. The differences in reality are more artificial than real.

Too many businesses are vulnerable – and yours could be one. The risks faced by your business may not be identical to another business, however there are three key risks that present themselves time and time again.